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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,935 | $211,224-86.3% | $178,505-83.8% | $145,897-80.2% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 2.44% | 30.28%-27.8pp | 27.16%-24.7pp | 552.29%-549.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $358 | $6,966-94.9% | $6,280-94.3% | $6,689-94.7% |
| Admin fee / account holder | $2,637 | $12,109-78.2% | $10,428-74.7% | $13,390-80.3% |